Lpl Financial LLC Purchases in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
877K
+ 4.97%
$207.23 - $234.82 $182M - $206M
18.5M $4.31B
EFV
Msci Eafe Value ETF

ETFs
6.1M
+ 91.44%
$51.72 - $57.96 $316M - $354M
12.8M $735M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
6.63M
+ 20.28%
$44.83 - $47.42 $297M - $315M
39.3M $1.85B
SPY
Spdr S&P 500 ETF Trust

ETFs
186K
+ 2.22%
$517.38 - $573.86 $96.2M - $107M
8.56M $4.91B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.5M
+ 10.9%
$60.84 - $67.51 $213M - $236M
35.6M $2.41B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.18M
+ 8.83%
$48.51 - $52.86 $154M - $168M
39.2M $2.07B
IEFA
Ishares Tr

ETFs
1.51M
+ 4.33%
$70.09 - $78.74 $106M - $119M
36.3M $2.83B
QUAL
Ishares Msci Usa Quality Facto

ETFs
951K
+ 6.9%
$162.64 - $179.3 $155M - $170M
14.7M $2.64B
IVV
Ishares Core S&P 500 ETF

ETFs
31.7K
+ 0.35%
$520.18 - $576.82 $16.5M - $18.3M
9.01M $5.2B
VTI
Vanguard Total Stock Market Et

ETFs
243K
+ 1.9%
$255.18 - $283.2 $61.9M - $68.7M
13M $3.68B
IWM
Ishares Russell 2000 ETF

ETFs
544K
+ 8.77%
$200.87 - $224.6 $109M - $122M
6.74M $1.49B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.11M
+ 2.78%
$57.32 - $62.65 $63.9M - $69.8M
41.2M $2.57B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
211K
+ 9.23%
$405.19 - $478.57 $85.4M - $101M
2.49M $1.15B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
689K
+ 5.18%
$105.53 - $118.34 $72.8M - $81.6M
14M $1.64B
META
Meta Platforms, Inc.

Communication Services
131K
+ 6.87%
$453.41 - $572.44 $59.3M - $74.9M
2.04M $1.16B
VTV
Vanguard Value ETF

ETFs
412K
+ 4.59%
$159.75 - $174.57 $65.8M - $71.9M
9.39M $1.64B
SPYG
Spdr Portfolio

ETFs
1.35M
+ 4.51%
$73.38 - $84.1 $99.4M - $114M
31.4M $2.6B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.78M
+ 15.99%
$44.24 - $49.47 $123M - $138M
20.2M $999M
MBB
Ishares Tr

ETFs
1.14M
+ 6.31%
$90.85 - $96.66 $103M - $110M
19.2M $1.84B
QQQ
Invesco Qqq Trust, Series 1

ETFs
207K
+ 2.35%
$434.77 - $502.96 $90M - $104M
9.01M $4.4B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.53M
+ 3.38%
$22.38 - $23.66 $78.9M - $83.4M
108M $2.53B
CGDV
Capital Group Divid Value ETF

ETFs
3.42M
+ 26.78%
$32.96 - $36.48 $113M - $125M
16.2M $589M
TSLA
Tesla, Inc.

Consumer Cyclical
54.2K
+ 2.3%
$191.76 - $263.26 $10.4M - $14.3M
2.41M $631M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
4.44M
+ 15.03%
$28.1 - $29.89 $125M - $133M
34M $1.02B
XLV
Select Sector Spdr Fund Health

ETFs
612K
+ 10.09%
$143.3 - $157.24 $87.6M - $96.2M
6.67M $1.03B
RDVY
First Trust Rising Dividend Ac

ETFs
954K
+ 4.92%
$53.68 - $59.24 $51.2M - $56.5M
20.3M $1.2B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.63M
+ 17.12%
$32.65 - $36.69 $85.8M - $96.4M
18M $654M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.52M
+ 8.46%
$41.02 - $46.01 $62.4M - $69.9M
19.5M $887M
GLD
Spdr Gold Trust

ETFs
208K
+ 6.64%
$215.56 - $246.98 $44.8M - $51.3M
3.33M $811M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
569K
+ 9.68%
$178.94 - $207.0 $102M - $118M
6.45M $1.3B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
418K
+ 3.23%
$87.56 - $95.49 $36.6M - $39.9M
13.4M $1.27B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
3.37M
+ 10.08%
$27.8 - $29.26 $93.7M - $98.6M
36.8M $1.07B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
981K
+ 14.1%
$96.25 - $101.98 $94.5M - $100M
7.94M $804M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.13M
+ 6.08%
$53.41 - $57.9 $60.5M - $65.6M
19.8M $1.14B
HD
Home Depot, Inc.

Consumer Cyclical
91.6K
+ 6.37%
$333.64 - $405.2 $30.6M - $37.1M
1.53M $620M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.85M
+ 29.88%
$56.04 - $62.99 $104M - $116M
8.03M $491M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
837K
+ 8.07%
$75.88 - $83.21 $63.5M - $69.6M
11.2M $932M
VEA
Vanguard Ftse Developed Market

ETFs
954K
+ 4.47%
$47.6 - $53.31 $45.4M - $50.9M
22.3M $1.18B
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.52M
+ 7.76%
$32.36 - $33.78 $81.5M - $85.1M
35M $1.18B
RSP
Invesco S&P 500 Equal Weight E

ETFs
354K
+ 9.48%
$162.83 - $179.16 $57.7M - $63.5M
4.09M $733M
XLU
Utilities Sector Spdr

ETFs
701K
+ 14.24%
$67.67 - $80.78 $47.4M - $56.6M
5.62M $454M
TLT
Ishares Barclays 20+ Year Trea

ETFs
885K
+ 18.09%
$89.91 - $101.33 $79.5M - $89.6M
5.78M $567M
XLF
Financial Sector Spdr

ETFs
1.25M
+ 9.08%
$40.84 - $45.74 $51.1M - $57.2M
15M $681M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
3.38M
+ 14.77%
$24.86 - $26.33 $83.9M - $88.9M
26.2M $685M
JNJ
Johnson & Johnson

Healthcare
345K
+ 10.23%
$145.48 - $167.38 $50.1M - $57.7M
3.71M $602M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.19M
+ 21.83%
$81.31 - $83.29 $97M - $99.4M
6.66M $554M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
351K
+ 3.14%
$77.02 - $85.06 $27M - $29.8M
11.5M $975M
CGGR
Capital Group Growth ETF Shs C

ETFs
2.46M
+ 24.62%
$30.71 - $34.79 $75.5M - $85.5M
12.4M $433M
WMT
Walmart Inc.

Consumer Defensive
325K
+ 5.44%
$66.91 - $81.4 $21.8M - $26.5M
6.3M $509M
Activity Summary
Buys All Purchases 3311 New Holdings 307 Increased Positions 3004 Sells All Sells 1665 Reductions 1665 Sold out 0 Options Calls 33 Puts 63
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email